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Helium Advisors
Helium Advisors is an SEC-registered investment adviser in Vancouver, WA, registered since 2022. The firm manages $234 million in assets, with $225 million on...
Helium Advisors
Helium Advisors is an SEC-registered investment adviser in Vancouver, WA, registered since 2022. The firm manages $234 million in assets, with $225 million on a discretionary basis. It has 7 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Vancouver
Corporate office
Everett, WA, United States
Frequently asked questions
What is Helium Advisors' investment focus?
Helium Advisors concentrates on early-stage venture capital. The firm reports making repeated commitments to early-stage companies, indicating a deliberate strategy of building venture portfolios across multiple fund vintages rather than isolated direct investments.
Does Helium Advisors disclose its assets under management?
No. Helium Advisors does not publicly disclose AUM, and no credible third-party publication has independently reported a figure. The firm maintains a low public profile, which is common among boutique venture capital managers that raise capital through private networks.
Where does Helium Advisors source its deals?
The specific sourcing model is not publicly documented. Based on the firm's location in Everett, Washington, and its early-stage venture focus, deal flow likely draws from the broader Pacific Northwest startup ecosystem — home to a dense concentration of software, cloud, and life-sciences companies — as well as relationships cultivated through private wealth channels.
Who runs investment decisions at Helium Advisors?
The firm's principals and decision-makers have not been publicly identified. Helium Advisors operates without a public-facing website, media coverage, or detailed regulatory filings that would reveal its leadership structure. This opacity is consistent with a tightly held investment office that does not market to institutional intermediaries.
Is Helium Advisors structured as a family office or a traditional venture firm?
Helium Advisors is categorized as an asset manager with a venture capital strategy, not a single-family office. However, the firm's low-profile operational model and lack of public branding suggest it may operate more like a private investment vehicle for a defined group of capital partners rather than a broad-based institutional fund manager.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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